Shares of Intel surged 11% on Wednesday, closing above $54 and marking the highest level since January 2022. This move extends a rally that saw the stock rise 84% in 2025 and pile on another 47% so far this year. With fourth-quarter earnings set for release after the bell on Thursday, investors appear betting on a turnaround fueled by data center demand and strategic partnerships.
The chipmaker’s data center and AI sales are projected to climb nearly 29% to $4.4 billion, even as overall revenue dips 6% to $13.4 billion compared to last year. Analysts at KeyBanc point to strong orders from hyperscalers as a driver. “We expect outsized data center demand from hyperscalers this year to be a significant tailwind” for Intel’s data center business.
Under CEO Lip-Bu Tan, who took the helm in March 2025, the company has restructured operations, trimmed expenses, and shed jobs to streamline costs. Tan’s push into advanced manufacturing, including the 18A process touted as competitive with TSMC’s 2-nanometer tech, aims to position Intel as the second-largest foundry globally, behind only Taiwan Semiconductor and ahead of Samsung.
Major investments have bolstered this shift. The U.S. government injected $8.9 billion in August 2025, securing a nearly 10% stake now valued at over $20 billion amid the stock’s climb. Nvidia followed with a $5 billion commitment in September, while SoftBank added $2 billion around the same time. These deals not only shore up the balance sheet but also signal potential collaborations, like integrating Intel CPUs with Nvidia’s AI accelerators.
President Donald Trump’s administration has shown vocal support, with Trump posting about a recent meeting with Tan and praising U.S.-made chips. Some speculate this enthusiasm ties into broader efforts to secure domestic semiconductor production, especially as tariffs on foreign chips rise to 25% in certain cases. Rumors even swirl that Apple may have quietly invested, based on Trump’s social media hints, though unconfirmed.
Yet questions linger about the sustainability. Intel’s foundry arm still lacks a major anchor client, and while server CPUs are reportedly sold out for 2026, potentially leading to price increases of at least 10%, the company faces stiff competition from AMD, which rose 8% on the same day, and Micron, up 7%. Broader market gains, including after Trump’s comments on avoiding military action over Greenland, contributed to the lift.
This government backing raises eyebrows—why pour billions of taxpayer dollars into one firm when free markets could drive innovation? Some see it as a necessary bulwark against Chinese dominance in chips, but others whisper of deeper ties between Big Tech, Washington insiders, and military contracts. Intel’s Defense Department deals, including billions for secure manufacturing, suggest national security plays a role, potentially shielding the company from true market forces.
For everyday Americans, the story hits closer to home. Job cuts under Tan’s regime reflect the pain of restructuring, even as stock prices soar. If AI infrastructure spending cools or global PC shipments fall 4% as some forecasts predict, the rally could falter. Options traders brace for an 8% swing post-earnings, underscoring the volatility.
As Intel reports tomorrow, watch for signs of real progress in AI and foundry wins. The surge looks impressive, but in an economy where subsidies prop up giants, true resilience comes from earning market share the old-fashioned way—through competition and ingenuity.
Image by Stratman2 via Flickr, CC BY-NC-ND 2.0.
Preparing for the Unexpected: Your Essential Partner in Health Readiness
In an increasingly unpredictable world—where supply chain disruptions, natural disasters, and global travel can leave us vulnerable to sudden health challenges—being prepared isn’t just smart; it’s essential.
That’s where Jase Medical steps in, offering innovative solutions that empower individuals and families to take control of their health with emergency medication kits designed for real-life scenarios. As someone who’s always advocated for proactive wellness, I was impressed by how Jase Medical combines expert medical guidance with convenient, customizable options to ensure you’re never caught off guard.
At the heart of their offerings is the Jase Case, a comprehensive emergency antibiotic kit priced at just $289.95. This powerhouse contains five life-saving antibiotics and five vital symptom-relief medications, capable of treating over 50 common infections—from respiratory issues and skin conditions to traveler’s diarrhea and more.
What sets it apart? It’s fully customizable with 28 add-on options, including a specialized KidCase for children ages 2-11, making it ideal for families.
Whether you’re stocking up for home emergencies or preparing for remote adventures, the Jase Case provides peace of mind with medications that boast extended shelf lives—up to five years or longer when stored properly, with studies showing 90% potency retention even after 20 years.
For those on the move, the Jase Go travel med kit at $129.95 is a game-changer. Curated by physicians, it addresses over 30 common travel ailments, from digestive upsets to minor injuries, ensuring explorers, hikers, and globetrotters can handle health hiccups without derailing their plans.
And for targeted concerns, Jase Medical offers specialized kits like the UTI Kit ($99.95), which includes test strips and treatments for urinary tract infections, vaginal candidiasis, and even jock itch, or the Parasites Kit (starting at $199.95), featuring compounded Ivermectin and Mebendazole to combat internal and external parasitic infections.
But Jase Medical isn’t just about one-off kits; their Jase Daily service provides an extended supply of your ongoing prescriptions, supporting hundreds of medications for chronic conditions like diabetes, heart health, high blood pressure, mental health, and more. This ensures long-term preparedness, safeguarding against factory shutdowns or extreme weather that could interrupt your regular supply.
The process couldn’t be simpler or more reassuring. Start by customizing your order online, then benefit from a thorough review by a team of world-class physicians who ensure safety and accuracy. In most cases, prescriptions are issued after a quick consultation—sometimes just a call to clarify allergies or needs—and your kit arrives discreetly at your door. While they don’t accept traditional health insurance, many customers use HSA cards, and refills are available for added convenience.
What truly stands out is the real-world impact. As radio host Glenn Beck puts it, “The supply lines for antibiotics already are stressed to the max. Please have some antibiotics on hand… You can do it through Jase.”
One satisfied customer shared, “It could have been a nightmare. Instead, the best trip we’ve had,” after their kit turned a potential health crisis into a minor blip during a family vacation.
In a time when health uncertainties loom larger than ever, Jase Medical isn’t just selling products—it’s delivering empowerment. Don’t wait for the next disruption; visit Patriot.TV/meds today to build your personalized emergency plan and step into a more secure tomorrow. Your health, and your family’s, deserves nothing less.
